Dashboard Overview

Welcome to your Cooledge dashboard! This guide will help you understand all the key features and navigate your dashboard with confidence. The dashboard is your central hub for managing quotes, leads, customers, and business settings.

Dashboard Layout

Your dashboard is organized into several key sections:

Top Navigation

• Dashboard: Main overview with statistics and quick actions
• Catalogue: Manage your system types, units, and pricing
• Quotes: View and manage all your quotes
• Settings: Configure your business profile, preferences, and integrations

Main Dashboard Cards

Quote Statistics

Track your quoting performance with real-time metrics:

• Total Quotes: Overall number of quotes created
• Pending Quotes: Quotes awaiting customer response
• Accepted Quotes: Successfully converted quotes
• Revenue: Total value of accepted quotes

Key Features

1. Quote Management

• Purpose: Track and manage all your customer quotes
• Location: Main dashboard cards and Quotes section

What you can do:

• View quote status (Pending, Accepted, Declined)
• Track conversion rates
• Monitor quote values and revenue
• Quick access to recent quotes

2. Business Statistics

• Purpose: Monitor your business performance
• Location: Dashboard overview cards

3. Lead Notifications

• Purpose: Stay informed about new business opportunities
• Location: Top notification area

Features:

• New lead alerts for your service area
• Lead marketplace updates
• Qualification status updates
• Revenue opportunity notifications

4. Mobile App Integration

Purpose: Seamless connection with your iOS app Location: Throughout dashboard

Capabilities:

• Real-time sync with mobile quotes
• Photo and data synchronization
• Customer information updates
• Quote status changes

Getting Started Checklist

When you first access your dashboard, here's what to set up:

✅ Essential Setup

1. Complete Business Profile: Add your business information, logo, and contact details
2. Configure Pricing: Set up your catalog with units, pricing, and markups
3. Connect Stripe: Enable payment processing for quote deposits
4. Download Mobile App: Install the iOS app for on-site quoting

✅ Optional Enhancements

1. Enable Lead Marketplace: Access qualified leads in your area
2. Set Quote Preferences: Customize quote templates and branding
3. Configure Follow-ups: Set up automated customer follow-up sequences
4. Add Team Members: Invite team members if you have multiple staff

Navigation Tips

Quick Access Shortcuts

• Dashboard Home: Click the Cooledge logo anytime
• Mobile Menu: Tap hamburger menu on mobile devices

Mobile Responsiveness

The dashboard is fully responsive and works on:

• Desktop computers (optimized experience)
• Tablet devices (adapted layout)
• Mobile phones (simplified navigation)

Troubleshooting Common Issues

Dashboard Not Loading

1. Check your internet connection
2. Refresh the browser page
3. Clear browser cache and cookies
4. Try a different browser

Data Not Syncing

1. Ensure mobile app is connected to internet
2. Check for app updates
3. Log out and back in to both platforms
4. Contact support if issues persist

Missing Features

Some features may not be available depending on your subscription plan, please check you plan inclusions

Getting Help

In-Dashboard Support

• Help Button: Access help articles from any page
• Live Chat: Available during business hours (if enabled)
• Feature Tours: Guided walkthroughs for new features

Additional Resources

• Video Tutorials: Step-by-step video guides on our Youtube Channel
• Email Support: Contact support@cooledge.com.au
• Knowledge Base: Comprehensive articles in the help center →

Next Steps

Once you're comfortable with the dashboard:

1. Explore the Mobile App: Download and set up the Cooledge iOS App
2. Create Your First Quote: Practice with the quote creation process
3. Set Up Lead Marketplace: Access qualified leads in your service area
4. Customize Settings: Tailor the platform to your business needs

Advanced Features

Integration Capabilities

• Stripe Payments: Process customer deposits and payments
• Email Systems: Automated quote delivery and follow-ups
• Calendar Integration: Schedule installations and follow-ups (coming soon)
• Accounting Software: Auto-syncing financial data (planned feature)

Your dashboard is designed to grow with your business. Start with the basics and gradually explore advanced features as your needs evolve.

Need help with anything specific? Check out our other help articles or contact our support team for personalized assistance.